Filed August 29, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,177 | $132,049+50.8% | $200,582-0.7% | $74,304+168.1% |
| Participation rate | 93.0% | 84.1%+8.9pp | 86.9%+6.1pp | 60.3%+32.7pp |
| Annual return | 17.36% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $4,862 | $4,558+6.7% | $6,419-24.2% | $2,241+117.0% |
| Participant deferral / active EE | $6,395 | $7,213-11.3% | $9,331-31.5% | $3,767+69.8% |
| Admin fee / account holder | $4 | $2,405-99.8% | $16,305-100.0% | $2,969-99.9% |